Investment adviser · CRD 105662
ON INVESTMENT MANAGEMENT CO
Investment adviser filing (IA)
CINCINNATI, OH, United States · Form ADV filed Aug 10, 2026
- Regulatory AUM
- $3.15B Form ADV · Item 5.F
- Client accounts
- 14,153 Accounts, not individual clients
- Employees
- 196 Reported in this filing
- Advisory professionals
- 196 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 8,523 | $1,737,637,123 | 55.1% |
| High-net-worth individuals | 794 | $1,240,165,181 | 39.3% |
| Retirement plans | 204 | $113,825,386 | 3.6% |
| Corporations & businesses | 31 | $51,319,707 | 1.6% |
| Charities | 16 | $9,571,772 | 0.3% |
Filing source
Form ADV 2124901 · Aug 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
ONE FINANCIAL WAYCINCINNATI, OH, 45242, United States
CRD 105662
Filing source
Form ADV 2124901 · Aug 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.